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Disclosery

Atria Investments, Inc: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on SRE, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 24,859 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,859 shares
    Change vs previous 13F -1,609 shares

    0.02% of the 13F portfolio, value $1,937,973.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,468 shares
    Change vs previous 13F +1,651 shares

    0.02% of the 13F portfolio, value $2,453,880.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 24,817 shares
    Change vs previous 13F -10,621 shares

    0.03% of the 13F portfolio, value $2,411,424.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 35,438 shares
    Change vs previous 13F +884 shares

    0.04% of the 13F portfolio, value $3,128,800.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 34,554 shares
    Change vs previous 13F -6,324 shares

    0.04% of the 13F portfolio, value $3,109,129.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 40,878 shares
    Change vs previous 13F -82 shares

    0.04% of the 13F portfolio, value $3,097,349.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 40,960 shares
    Change vs previous 13F -2,621 shares

    0.04% of the 13F portfolio, value $2,922,916.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 43,581 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,822,895.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).